template to record & distribute phone messages by email

[Pat S]

Can anyone suggest a template for any Office program that can be used to
record inbound phone messages, & in 30% of cases, distribute 1 form that
contains 1 message to 1 other user to handle. In other 70% of cases, the user
receiving the call will keep the record as a task list. I would like about 10
pre-labeled fields like caller name, company name, phone, fax, email, and
one memo-type field to record the general problem to be solved. One added
feature that would be helpful is the ability to save the call info for simple
analysis, e.g calls per week, porportions of call types. But easy
distribution of single records is 1st priority, & this capability alone would
be sufficient.

I have looked at Access contact management template, but can't figure out an
easy way to send the info in a single record, in a readable format to another
user. I send all records in the database.

 

[JoAnn Paules]

Why not just use Excel? It doesn't sound like you need anything real
complicated.

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375

 

[Pat S]

True, I do not need anything complicated. But I have no ideas of how to
configure Excel for this use. If Excel help has adequate instructions to get
started, can you suggest some keywords to guide me on my search for something
to read?

I am assuming that there are some tricks that if implemented will ease
navigation between fill-in-the blanks while on the phone. If no important
tricks, I will just label 10 cells, each followed by an empty cell, maybe add
some borders & see what happens.

I assume that I could then use the >File >Send As... method to send the
worksheet to another user.

Why not just use Excel? It doesn't sound like you need anything real
complicated.

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375

Can anyone suggest a template for any Office program that can be used to
record inbound phone messages, & in 30% of cases, distribute 1 form that
contains 1 message to 1 other user to handle. In other 70% of cases, the
user
receiving the call will keep the record as a task list. I would like about
10
pre-labeled fields like caller name, company name, phone, fax, email, and
one memo-type field to record the general problem to be solved. One added
feature that would be helpful is the ability to save the call info for
simple
analysis, e.g calls per week, porportions of call types. But easy
distribution of single records is 1st priority, & this capability alone
would
be sufficient.

I have looked at Access contact management template, but can't figure out
an
easy way to send the info in a single record, in a readable format to
another
user. I send all records in the database.

 

[JoAnn Paules]

That's all I would do. Why go overboard?

--

JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375

True, I do not need anything complicated. But I have no ideas of how to
configure Excel for this use. If Excel help has adequate instructions to
get
started, can you suggest some keywords to guide me on my search for
something
to read?

I am assuming that there are some tricks that if implemented will ease
navigation between fill-in-the blanks while on the phone. If no important
tricks, I will just label 10 cells, each followed by an empty cell, maybe
add
some borders & see what happens.

I assume that I could then use the >File >Send As... method to send the
worksheet to another user.

Why not just use Excel? It doesn't sound like you need anything real
complicated.

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375

Can anyone suggest a template for any Office program that can be used
to
record inbound phone messages, & in 30% of cases, distribute 1 form
that
contains 1 message to 1 other user to handle. In other 70% of cases,
the
user
receiving the call will keep the record as a task list. I would like
about
10
pre-labeled fields like caller name, company name, phone, fax, email,
and
one memo-type field to record the general problem to be solved. One
added
feature that would be helpful is the ability to save the call info for
simple
analysis, e.g calls per week, porportions of call types. But easy
distribution of single records is 1st priority, & this capability alone
would
be sufficient.

I have looked at Access contact management template, but can't figure
out
an
easy way to send the info in a single record, in a readable format to
another
user. I send all records in the database.

 

[Pat S]

Thank you.

That's all I would do. Why go overboard?

--

JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375

True, I do not need anything complicated. But I have no ideas of how to
configure Excel for this use. If Excel help has adequate instructions to
get
started, can you suggest some keywords to guide me on my search for
something
to read?

I am assuming that there are some tricks that if implemented will ease
navigation between fill-in-the blanks while on the phone. If no important
tricks, I will just label 10 cells, each followed by an empty cell, maybe
add
some borders & see what happens.

I assume that I could then use the >File >Send As... method to send the
worksheet to another user.

Why not just use Excel? It doesn't sound like you need anything real
complicated.

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375


Can anyone suggest a template for any Office program that can be used
to
record inbound phone messages, & in 30% of cases, distribute 1 form
that
contains 1 message to 1 other user to handle. In other 70% of cases,
the
user
receiving the call will keep the record as a task list. I would like
about
10
pre-labeled fields like caller name, company name, phone, fax, email,
and
one memo-type field to record the general problem to be solved. One
added
feature that would be helpful is the ability to save the call info for
simple
analysis, e.g calls per week, porportions of call types. But easy
distribution of single records is 1st priority, & this capability alone
would
be sufficient.

I have looked at Access contact management template, but can't figure
out
an
easy way to send the info in a single record, in a readable format to
another
user. I send all records in the database.

 

[JoAnn Paules]

It's so easy to fall into the idea that we need something fancy and
overflowing with "stuff". Sometimes all we need to remember is to KISS it.
;-)

--

JoAnn Paules
Microsoft MVP - Publisher

How to ask a question
http://support.microsoft.com/kb/555375

Thank you.

That's all I would do. Why go overboard?

--

JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375

True, I do not need anything complicated. But I have no ideas of how to
configure Excel for this use. If Excel help has adequate instructions
to
get
started, can you suggest some keywords to guide me on my search for
something
to read?

I am assuming that there are some tricks that if implemented will ease
navigation between fill-in-the blanks while on the phone. If no
important
tricks, I will just label 10 cells, each followed by an empty cell,
maybe
add
some borders & see what happens.

I assume that I could then use the >File >Send As... method to send
the
worksheet to another user.

:

Why not just use Excel? It doesn't sound like you need anything real
complicated.

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375


Can anyone suggest a template for any Office program that can be
used
to
record inbound phone messages, & in 30% of cases, distribute 1 form
that
contains 1 message to 1 other user to handle. In other 70% of cases,
the
user
receiving the call will keep the record as a task list. I would like
about
10
pre-labeled fields like caller name, company name, phone, fax,
email,
and
one memo-type field to record the general problem to be solved. One
added
feature that would be helpful is the ability to save the call info
for
simple
analysis, e.g calls per week, porportions of call types. But easy
distribution of single records is 1st priority, & this capability
alone
would
be sufficient.

I have looked at Access contact management template, but can't
figure
out
an
easy way to send the info in a single record, in a readable format
to
another
user. I send all records in the database.

 

[Beth Melton]

Personally, I'd use Outlook for this since what you are looking for is
email/task oriented.

There are several options you can use. You can design a Form template that
can include the ability to assign the phone message as a task if necessary.
You could also create a rule for yourself so each email you send using your
form is placed in a specific folder. That would make it easy for you to keep
track of the phone message you've sent and later you can export them and use
them in a database if further tracking is required down the road.

There's also a simple Phone Message program you can download and at:
http://www.slipstick.com/addins/gallery/index.htm

Here are a couple templates you can try and see if they work for you:
http://cdolive.com/download/IEUtilities-PhoneTo.zip

http://michaelhyatt.blogs.com/workingsmart/2004/09/while_you_were__1.html

Please post all follow-up questions to the newsgroup. Requests for
assistance by email cannot be acknowledged.

~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP

Coauthor of Word 2007 Inside Out:
http://www.microsoft.com/MSPress/books/9801.aspx#AboutTheBook

Word FAQ: http://mvps.org/word
TechTrax eZine: http://mousetrax.com/techtrax/
MVP FAQ site: http://mvps.org/

True, I do not need anything complicated. But I have no ideas of how to
configure Excel for this use. If Excel help has adequate instructions to
get
started, can you suggest some keywords to guide me on my search for
something
to read?

I am assuming that there are some tricks that if implemented will ease
navigation between fill-in-the blanks while on the phone. If no important
tricks, I will just label 10 cells, each followed by an empty cell, maybe
add
some borders & see what happens.

I assume that I could then use the >File >Send As... method to send the
worksheet to another user.

Why not just use Excel? It doesn't sound like you need anything real
complicated.

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375

Can anyone suggest a template for any Office program that can be used
to
record inbound phone messages, & in 30% of cases, distribute 1 form
that
contains 1 message to 1 other user to handle. In other 70% of cases,
the
user
receiving the call will keep the record as a task list. I would like
about
10
pre-labeled fields like caller name, company name, phone, fax, email,
and
one memo-type field to record the general problem to be solved. One
added
feature that would be helpful is the ability to save the call info for
simple
analysis, e.g calls per week, porportions of call types. But easy
distribution of single records is 1st priority, & this capability alone
would
be sufficient.

I have looked at Access contact management template, but can't figure
out
an
easy way to send the info in a single record, in a readable format to
another
user. I send all records in the database.